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Nick Caporaso Cfbs

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Nick Caporaso Cfbs

Financial advisor | MassMutual

New York, Syosset, United States

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Nick Caporaso Cfbs

Summary

Nick Caporaso is a seasoned financial planner and managing director based in Syosset, New York, with extensive experience in helping financial advisors grow their practices. He has a strong educational background, holding a PhD in Financial Planning and multiple certifications, including Accredited Wealth Management Advisor and Certified Family Business Specialist. Nick's approach is centered on protecting his clients' financial legacies while managing their comprehensive financial lives. With a career spanning over a decade in the financial services industry, he has held significant roles at notable firms such as MassMutual and the Center for Wealth Preservation. Fluent in English and Italian, Nick leverages his diverse skill set in areas such as estate planning, investment advisory, and wealth management, particularly for high-net-worth individuals. His passion for continuous learning is evident as he pursues advanced qualifications in finance. Nick's unique blend of expertise and personal touch makes him a valuable partner for clients navigating complex financial landscapes.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Nick Caporaso Cfbs

Work Experience

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Managing Director/ Financial Planner at

MassMutual

September 2019 - Present

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Nick Caporaso Cfbs

Education

St. John's University, The Peter J. Tobin College of Business, B.S Finance, Finance & Investments

January 1998 - January 2002

College for Financial Planning, AWMA, Accredited Wealth Management Advisor

January 2010 - January 2010

CFA Institute, Chartered Financial Analyst (CFA), Finance and Financial Management Services

January 2018 - January 2020

The American College of Financial Services, Doctor of Philosophy (PhD), Financial Planning and Services

January 2015 - January 2020

The American College of Financial Services, Master of Science, (MSFS), Financial Planning and Services

January 2013 - January 2017

The American College of Financial Services, CFBS, "Certified Family Business Specialist" (Business Planning & Succession)

January 2012 - January 2014

The American College of Financial Services, LUTCF, Life Underwriting Training Council Fellow

January 2010 - January 2010

The American College of Financial Services, LUTCF, Business,Estate,Retirement, Long Term Care Planning

January 2007 - January 2010

The American College of Financial Services

January 2015 - January 2020

The American College of Financial Services

January 2013 - January 2017

Frequently Asked Questions about Nick Caporaso Cfbs

What is Nick Caporaso Cfbs email address?

Nick Caporaso Cfbs's primary email address is *****@cwpmetro.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Nick Caporaso Cfbs work for?

Nick Caporaso Cfbs is a Financial advisor at MassMutual.

Where Nick Caporaso Cfbs graduated from?

Nick Caporaso Cfbs holds a degree in null from St. John's University, The Peter J. Tobin College of Business.

How can I directly contact Nick Caporaso Cfbs?

To contact Nick Caporaso Cfbs directly, you can use the email address *****@cwpmetro.com. Complete contact information is available upon registration with Muraena.

Who is Nick Caporaso Cfbs?

Nick Caporaso is a seasoned financial planner and managing director based in Syosset, New York, with extensive experience in helping financial advisors grow their practices. He has a strong educational background, holding a PhD in Financial Planning and multiple certifications, including Accredited Wealth Management Advisor and Certified Family Business Specialist. Nick's approach is centered on protecting his clients' financial legacies while managing their comprehensive financial lives. With a career spanning over a decade in the financial services industry, he has held significant roles at notable firms such as MassMutual and the Center for Wealth Preservation. Fluent in English and Italian, Nick leverages his diverse skill set in areas such as estate planning, investment advisory, and wealth management, particularly for high-net-worth individuals. His passion for continuous learning is evident as he pursues advanced qualifications in finance. Nick's unique blend of expertise and personal touch makes him a valuable partner for clients navigating complex financial landscapes.

Nick`s contact details

mail

*****@cwpmetro.com

****@massmutual.com

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